Meridian Growth Fund� Legacy Class

 (MUTF:MERDX)   Watch this mutual fund  
Find more results for MERDX


Trailing returns

1 day   +0.05%
1 week
4 week   +3.10%
3 month   +4.35%
YTD   +19.02%
1 year   +24.08%
3 years*   +13.56%
5 years*   +13.45%
Best 3 month return+24.45%  
Worst 3 month return-29.56%  

Morningstar statistics

Morningstar category: Small Growth
  Return Risk Rating
3 years Above Average Below Average
5 years Average Low
10 years High Low
Overall Above Average Low
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets1.52B 
Front load-  
Deferred load-  
Expense ratio0.86%  
Management fee-  
Fund familyMeridian 

Asset allocation


Purchase information

Oct 16, 8:00PM EDT Overall Morningstar RatingTM


The investment seeks long-term growth of capital. Under normal circumstances, the fund emphasizes small- and mid-capitalization growth companies that the Investment Adviser believes may have prospects for above-average growth in revenues and earnings because of many factors, including high sales growth, high unit growth and industry growth, high or improving returns on assets and equity and a strong balance sheet. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.
Fund filings (PDF) »
Asset managers:
Chad Meade (Started: Sep 5, 2013)
Brian Schaub (Started: Sep 5, 2013)
Advisor Company:
ArrowMark Colorado Holdings, LLC (ArrowMark Partners)
Fund family reports on Morningstar »
Meridian, 660 E. Sir Francis Drake Blvd., Suite 306, Larkspur, CA, USA


  1 year 3 years 5 years 10 years  
Alpha* -5.41 2.08 -0.44 2.36
Beta* 1.45 1.02 0.99 0.99
Mean annual return 1.61 1.09 1.10 0.89
R-squared* 49.06 62.59 64.23 82.18
Standard deviation 11.31 12.98 11.82 16.51
Sharpe ratio 1.64 0.98 1.10 0.62
* Against standard index

Top 10 holdings

Security Net Assets  
ServiceMaster Global Holdings Inc (SERV) 2.79%  
Sally Beauty Holdings Inc (SBH) 2.51%  
LPL Financial Holdings Inc (LPLA) 2.41%  
Trinet Group Inc (TNET) 2.34%  
Sensata Technologies Holding N.V. (ST) 2.31%  
Carter's Inc (CRI) 2.11%  
Cadence Design Systems Inc (CDNS) 2.06%  
Clean Harbors Inc (CLH) 1.98%  
STERIS PLC (STE) 1.92%  
SS&C Technologies Holdings Inc (SSNC) 1.90%